Cleanup & Catch-Up
Bookkeeping Cleanup Services
Your books are a mess. Let’s fix that.
You’ve been focused on running your business. Bookkeeping wasn’t the priority. Now you’re staring at months (or years) of transactions that don’t make sense, accounts that don’t reconcile, and a P&L you don’t trust.
Sound familiar? You’re not alone. And it’s fixable.
Included
What you get
Tax season without the panic
Behind on your books means scrambling at tax time. Your CPA charges more because they’re doing archaeology instead of tax prep. Deadlines get missed. Penalties add up. Clean books mean tax season is just… tax season.
Decisions based on real numbers
Right now, you’re guessing. Is the business profitable? Can you afford that hire? Should you take that project? With accurate financials, you’ll actually know.
Sleep better
That nagging feeling that something’s wrong with your books? It goes away when someone who knows what they’re doing has gone through everything and confirmed it’s right.
Ready for what’s next
Whether it’s a loan, a line of credit, or selling the business someday, you’ll need financials that hold up to scrutiny. Messy books close doors. Clean books open them.
Sound familiar?
Signs you need cleanup
For consultants and freelancers:
- Business and personal expenses are mixed together
- You’re not sure what you can actually deduct
- Your “bookkeeping” is a shoebox of receipts
- You haven’t reconciled accounts in months
For agencies and professional services:
- Contractor payments aren’t tracked properly
- You’re missing 1099 information
- Project profitability is a mystery
- Unbilled time is slipping through the cracks
For healthcare and licensed professionals:
- Insurance reimbursements don’t match your records
- You’re not sure if you’re actually profitable
- Compliance documentation is scattered
- Your last bookkeeper left things in chaos
For growing businesses:
- Your books worked when you were small, but now they’re breaking
- You’ve outgrown DIY bookkeeping
- You need financials a bank or investor would trust
- Month-end close takes weeks instead of days
Our Process
What cleanup includes
Diagnostic review
We look at what you have, identify the gaps, and create a plan to fix it.
Transaction categorization
Account reconciliation
Historical correction
Errors from previous bookkeeping get fixed. Duplicates removed. Missing entries added.
Chart of accounts cleanup
We’ll restructure your accounts so they actually make sense for your business and support better reporting.
Tax return reconciliation
We tie your books to your last filed tax return so everything matches and your CPA isn’t starting from scratch.
Getting Started
How it works
1
Discovery call
We’ll talk through your situation, look at what you’re working with, and determine the scope.
2
Cleanup quote
You’ll get a clear price based on how far behind you are and what needs to be fixed. No surprises.
3
We get to work
We’ll need access to your accounts and some of your time for questions. Most cleanups take 2-4 weeks depending on complexity.
4
Transition to ongoing service
Once you’re current, we keep you there with monthly bookkeeping. No more falling behind.
Investment
Cleanup pricing
Cleanup is typically priced as your monthly bookkeeping package multiplied by the number of months behind.
Example:
Monthly service: $600/month
Months behind: 8
Cleanup estimate: ~$4,800
We offer a catch-up discount for clients who commit to ongoing monthly service. Ask us about it.